Aptus Capital Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Aptus Capital Advisors, LLC

$6.27 Billion
Q3 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 51 shares of EES stock, worth $2,812. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,812

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$46.45 - $53.68 $2,368 - $2,737	51 New	51 $2,000

Others Institutions Holding EES

# of Institutions

154

Shares Held

7.16M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

890K
Shares

$49.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

774K
Shares

$42.7 Million
0.0% of portfolio
Ubs Group Ag

745K
Shares

$41.1 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

503K
Shares

$27.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

392K
Shares

$21.6 Million
0.05% of portfolio

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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Aptus Capital Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History